Selective Wealth Management, Inc. Schwab Strategic U.S. Mid Cap Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 13,446 shares of SCHM stock, worth $361,159. This represents 0.15% of its overall portfolio holdings.
Number of Shares
13,446
Previous 5,555
142.05%
Holding current value
$361,159
Previous $461,000
19.31%
% of portfolio
0.15%
Previous 0.19%
Shares
11 transactions
Others Institutions Holding SCHM
# of Institutions
1,011Shares Held
271MCall Options Held
15KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.6 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$768 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$271 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$204 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$201 Million2.94% of portfolio